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Financial Institutions
Support articles specific to financial institutions.
Account Settings
- Green Check user permissions guide
- Multi-factor authentication (MFA) support
- Marijuana License Status Change Notifications
- Reset your password
- Invite additional account owners to CRB accounts
- Create and edit user groups
- Add and remove custom requirements
- Setting Global Task Ownership (By App Area)
- Update your account information
- Invite and archive users
- User Notifications for FIs
- Single Sign On
- Creating and managing marketplace offers
Due Diligence (Initial and Ongoing)
- Switching a due diligence template
- Uploading Marijuana Business Licenses
- License Update Frequency
- Getting started with Green Check's questionnaires
- Build and publish questionnaires
- Distribute recurring questionnaires
- Send one-time questionnaires
- Using smart rules in custom fields
- Create and manage due diligence templates
- Manage an account's due diligence documentation
- Moving documents between requirements
- Collecting beneficial ownership information
- Manual sales upload reminders
- KYC/KYB Verification and Risk Screening
Managing Accounts
- Guide to the Data tab
- Marijuana License Uniform Statuses
- About Marijuana Business License Verification
- Update an Account's Max Deposit amount
- Invite a new account
- Manage multiple account numbers
- Manage multiple account numbers for parent-child relationships
- Review and approve an application
- View your Active Accounts
- Task Owner Responsibilities
- Edit CRB Information
- Request updated documents
- Tracking internal and external tasks in Green Check
- Archive/deny and unarchive accounts
- Manage your Peer Groups
- Parent/Child Accounts
- Comments Feature Overview
- Using Green Check (for Marketplace Service Providers)
- Invite CRB Users
- Parent/Child Account Use Cases
- Renaming a CRB Org
- About Task Reminders & Notifications
- Introduction to Managed Questionnaires
Account Monitoring
- Core Data Import Statuses
- Unmatched Core Transactions
- Upload core transaction data
- How to schedule an auto-generated account monitoring review
- Create a new review
- Update an Account's Review Frequency
- Manage Transaction Codes
- Core data specifications
- Delete an Open Review
- Account Monitoring Insights
- Account Monitoring Guide
- Transaction and Payment Type Override Columns
- Negative News
Sales and Deposits
- Adjusting the Verification Status of Sales Missing Customer-Patient ID Information
- Automating Deposit Records
- Integration Connection Status Table
- Sales Ingestions
- POS Integration Connection Issues
- Sending the Unverified Sales Questionnaire to CRBs
- Review an individual sale
- Reconcile a deposit
- Kicking off a Sales Ingestion for a CRB
- What to do if data is missing from a Metrc Wholesale integrated org
- Contextualizing Metrc Wholesale data
- Helpful things to know about our integrations
- Troubleshooting 'purchase limit exceeded' sales